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Principia Wealth Advisory’s Fidelity MSCI Real Estate Index ETF FREL Stock Holding History

Principia Wealth Advisory’s Portfolio FREL Stock Details FREL Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		– Sell
-8
Closed -$215 – 1075
2026
Q1 		$215 Buy
+8
New +$223 ﹤0.01% 953

Other funds holding FREL

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Lido Advisors
Lido Advisors Los Angeles, California $36.8B AUM 26.6% 1-Year Est. Return
CNC
Citizens & Northern Corp Wellsboro, Pennsylvania $438M AUM 26.63% 1-Year Est. Return
BDF
Black Diamond Financial Towson, Maryland $1.13B AUM 22.3% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
MCM
MAI Capital Management Independence, Ohio $26.6B AUM 22.97% 1-Year Est. Return
T
TrueFG Cedar Park, Texas $428M AUM 21.6% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Principia Wealth Advisory's FREL Position: Q2 2026 in Review

Principia Wealth Advisory sold out of Fidelity MSCI Real Estate Index ETF (FREL) in Q2 2026, closing a stake of 8 shares — an estimated $215 sold.

Principia Wealth Advisory first reported a position in FREL in Q1 2026 and held it in 1 quarter. The position peaked at $215 in Q1 2026. 211 funds tracked by Wall St. Rank hold FREL as of Q2 2026.

  • Principia Wealth Advisory reported no remaining Fidelity MSCI Real Estate Index ETF position as of Q2 2026 after selling out during the quarter.
  • Principia Wealth Advisory sold 8 Fidelity MSCI Real Estate Index ETF shares in Q2 2026, an estimated $215.
  • Principia Wealth Advisory first reported a position in Fidelity MSCI Real Estate Index ETF in Q1 2026 and held it in 1 quarter.
  • Principia Wealth Advisory's Fidelity MSCI Real Estate Index ETF position peaked at $215 in Q1 2026.
  • 211 funds tracked by Wall St. Rank held Fidelity MSCI Real Estate Index ETF as of Q2 2026.

Based on Principia Wealth Advisory's 13F filing for Q2 2026, filed 26 Aug 2026.